+138.7%
TRV vs SHW
+21.1%
+117.7%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.7% | +2.0% | +0.8% |
| 7D | +0.2% | -3.2% | +3.4% | +1.0% |
| 30D | -2.3% | -11.4% | +9.1% | +0.7% |
| 3M | +22.7% | +3.5% | +19.2% | +21.1% |
| 6M | +21.9% | -3.4% | +25.3% | +22.3% |
| YTD | +27.5% | -0.3% | +27.8% | +26.4% |
| 1Y | +36.2% | -10.4% | +46.7% | +39.3% |
| All | +138.7% | +21.1% | +117.7% | +126.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SHW.
Daily Out/Under-Performance
Portfolio return minus SHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHW return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded SHW wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling